Personal Capital Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Personal Capital Advisors’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$484K	Buy	2,693 +276	+11%	+$50K	﹤0.01%	307
2022 Q3	$412K	Buy	2,417 +754	+45%	+$143K	﹤0.01%	310
2022 Q2	$292K	Buy	1,663 +15	+0.9%	+$2.9K	﹤0.01%	359
2022 Q1	$367K	Sell	1,648 -785	-32%	-$173K	﹤0.01%	350
2021 Q4	$607K	Buy	2,433 +1,080	+80%	+$272K	﹤0.01%	306
2021 Q3	$320K	Buy	1,353 +53	+4%	+$12.8K	﹤0.01%	390
2021 Q2	$307K	Sell	1,300 -1,497	-54%	-$336K	﹤0.01%	389
2021 Q1	$600K	Buy	2,797 +1,087	+64%	+$236K	﹤0.01%	284
2020 Q4	$363K	Buy	+1,710	New	+$337K	﹤0.01%	341
2020 Q1	–	Sell	-1,561	Closed	-$248K	–	409
2019 Q4	$248K	Buy	+1,561	New	+$238K	﹤0.01%	359

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Personal Capital Advisors's VOT Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q4 2022, buying an estimated $50K and bringing the position to 2,693 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Personal Capital Advisors first reported a position in VOT in Q4 2019 and has held it in 10 quarters since. The position peaked at $607K in Q4 2021. 730 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

Personal Capital Advisors held 2,693 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $484K as of Q4 2022.
Personal Capital Advisors bought 276 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2022, an estimated $50K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #307 holding.
Personal Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 10 quarters since.
Personal Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $607K in Q4 2021.
730 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.